Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Our solutions
Wealth management is about more than just investments—it’s about aligning your resources with the life you want to live. As one of the leading high-net-worth wealth management firms in central Alberta, we help clients clarify their goals, protect what they’ve built, and create strategies that bring peace of mind and lasting impact. From our office in Red Deer, we deliver HNW wealth management designed to serve business owners, professionals, and families with complex needs.
Business succession planning
We help you prepare your small business for a smooth transition—whether passing it to family, selling to a partner, or finding an outside buyer. Your plan will maximize value, reduce tax, and protect the legacy you’ve built. We guide you through each stage so you can step into the next chapter with confidence.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.